GLG News by Digital Camera Experts

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

ADOBE (ADBE) To Emerge As Dominate Unified Collaboration Player

March 6, 2009

Analysis of:Adobe's Dominance in Internet | www.thestreet.com

Adobe is presently on 95% of all Apple and PC systems and thus has a broad landscape on which to paint its new collaboration strategy.  Furthermore, the company is a recognized leader in multimedia (FLASH) and its PDF Adobe Reader products are a document standard. Some may not have noticed, but Adobe has now launched its own version of web collaboration tools - for FREE.  The user interface is impressive by all standards and is on par with user interface design from Apple, and Microsoft alas.  Interestingly, Adobe has now added in desktop VoIP and video in a seamless package. Wow - a company poised for leadership in the unified collaboration space at a time when we need "better collaboration" tools.

Douglas HallPrincipalRTF, LLC

Automotive Tier–One Suppliers; North American Top 15… For Now!

March 5, 2009

Analysis of:GM’s Wagoner Meets With Auto Panel for Six Hours | www.bloomberg.com

In light of the current financial meltdown of the Global Automotive Market I looked at the North American sector to identify the specific commodities of vulnerability to the OEM’s.

Cathy StaufferOwnerCathyStaufferConsulting

Best Buy or Toys R Us Better For Used Games?

March 5, 2009

Analysis of:Best Buy following Toys R Us into used games? | www.examiner.com

Best Buy and Toys R Us likely share a good deal of customers, but that doesn't mean they can't both succeed in the used game space if they put their own brand to work against the program. Tougher than competing against each other will be competing against Game Stop. As big box retailers vs. a small, focused specialist like Game Stop, execution in the high touch and un-scaled management of used games will be challenging.  Category management, from how the product is taken in, to how it is QC’d, and how it is displayed,  will require a considerable shift in discipline and approach from the largely centralized and uniform process environments Best Buy and Toys R Us are currently managed in.

Douglas HallPrincipalRTF, LLC

Automotive Tier–One Suppliers; Distressed, Troubled, Chapter 11 and now “Solvency”. Automotive News on the web. Retrieved February 27, 2009

March 2, 2009

Analysis of:GM’s Wagoner Meets With Auto Panel for Six Hours | www.bloomberg.com

Publications have used many adjectives over the years to describe the automotive tier one supply base; troubled, distressed, beleaguered, crippled, restructuring, etc... But the last six months it has interesting and painful to watch how the descriptions have progressively deteriorated to the most recent “unable to remain solvent”.

Cathy StaufferOwnerCathyStaufferConsulting

Apple Verizon Deal = Many Millons More iPhone Sales

February 25, 2009

Analysis of:Will Apple Increase iPhone Value with Rumored Verizon Deal? | seekingalpha.com

An Apple Verizon deal will significantly increase demand and sales of the iPhone. In spite of parading out a stream of other smart, touch screen phones, or iPhone substitutes, nothing Verizon has available measures up to the iPhone total package (from and function).

Cathy StaufferOwnerCathyStaufferConsulting

A Reflection of Recessionary Times or Something Deeper?

February 24, 2009

Analysis of:RadioShack 4Q Net Drops 39% On Falling Margins, Sales | money.cnn.com

Declining revenues, declining margins, declining bottom line, and an undefined brand. The recession was sighted, but  if the recession ended tomorrow, would any of this be solved for Radio Shack? I don’t think so -- after listening to Radio Shack’s earnings call today, two critical questions are still unanswered: Where’s the real leverage for Radio Shack?  Who will define the Radio Shack brand?

Chuen-Yi WangFormer Vice PresidentTAIWAN SEMICONDUCTOR CO., LTD.

M&A, JV in HDD Industry and SSD, Embedded System Replacement in 2011

February 19, 2009

Analysis of:Toshiba-Fujitsu Gives Storage Rivals an In | www.thestreet.com

HDD quantity of delivery under NB and the consumption electronic products demand leads, maintains 10~15% year growth rate, the hard disk quantity of delivery growth rate reaches as high as 18.9% in 2007, however because, on the other hand actually also the price competition day by day intensifies, causes the income earning to worsen, causes the hard disk market also to blow the purchase wind, even touches the related components factory. Stops to 2008, after eliminated and the conformity many times, the global hard disk entrepreneur from 41 in 1990, reduced to Seagate, WD, Hitachi Global Storage Technologies; HGST, Samsung, Toshiba and Fujitsu, Total 6. Seagate purchases and takes over Maxor after May, 2006, reaches as high as 35% of the global hard disk market in 2007. Fujitsu is the lowliest place in the hard disk market, because of hard disk enterprise deficit again and again, so that Toshiba is the most powerful customer to take over the Fujitsu hard disk enterprise.

Chuen-Yi WangFormer Vice PresidentTAIWAN SEMICONDUCTOR CO., LTD.

More Rating Cut

February 18, 2009

Analysis of:Hynix Falls Most in Two Months on JPMorgan Rating Cut | www.bloomberg.com

Hynix will not have the reduction of capital plan. Hynix pass on the year's end to sell Oregon the Eugene factory to attain 306,000,000 US dollars in accordance to the turnover. Hynix, the beautiful light offers NAND the Flash technology Taiwan factory not to appreciate kindness rendered solves the DRAM difficult position most first. Hynix’s Creditor bank plans before the end of September to release the stockholder's rights value to estimate 880,000,000 US dollars again. Hynix reduces the workshop promotion disbursement and postpones the mainland joint capital factory investment. Hynix pelts capital outlay the global DRAM supply rate to grow only this year 20~30%, The 4th quarter, 2008 loses money 964,000,000 US dollars analysts anticipated in 2009 transport business difficult to show improvement after illness.   Obviously, JPMorgan will continuously the rating cut again. 

Cathy StaufferOwnerCathyStaufferConsulting

Tough Times For TV Makers

February 12, 2009

Analysis of:Pioneer Exits TV Business As Losses Mount | www.twice.com

Consolidation is happening and there's more to come. Born out of a consumer love affair with flat panel TVs, the category quickly became over crowded. Now with a soft economy, about 1000 fewer U.S. storefronts than just a year ago (Circuit City; CC and Tweeter; TWTR were the largest to disappear) there‘s much less shelf space for what is still a very crowded field of brands, struggling to compete on price and selection.

Cathy StaufferOwnerCathyStaufferConsulting

Trade In To Trade Up - It's Time Has Come

February 12, 2009

Analysis of:Dell Will Give You Gift Cards for Your Old Gadgets | www.pcmag.com

Consumers have been searching for an easy and smart way to get rid of their older electronics for years but it’s always been a difficult process for retailers to manage profitably. Now thanks to technology that's changed; question is who will stake claim to this solution.

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